Bear markets are like a Hall of Mirrors, designed to confuse investors and take their money. Trust YOUR fundamental process. For us, margins/earnings are likely to significantly disappoint whether there is a recession, or not. We double down on that view today with more evidence to support it. The Hall of Mirrors…many investors share a bearish fundamental view but are…
By Morgan Stanley’s Mike Wilson and Team With bond markets questioning the Fed’s dot plot, bond volatility has increased...
The ~3% drawdown in the S&P 500 this week took many by surprise. A key feature of this likely...
Welcome back to our Finom Group macro-market Research Report! September and the Q3 2024 period ended on a high...
Cross-Asset Strategy: Equities rallied to YTD highs on optimism around a US debt ceiling resolution, a move that seems...
“Good to know” does not mean what we know is altogether practical. Welcome back investors and traders, to more...
Are private sector balance sheets, income & profits, liquidity, and pessimism simply too strong to have a recession? By...
Models are useful. They help us understand the world around us and aid us in predicting what will happen...
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